Accounts Receivable Specialist

Insight Global; Carrollton (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Insight Global is seeking an AR Specialist to manage collections, reconcile customer accounts, and ensure accurate cash application and revenue reporting. You will own customer accounts end-to-end, collaborating with Billing and Sales to resolve discrepancies and drive timely payments.

The role requires 4-5+ years in AR/collections, strong Excel skills (PivotTables and VLOOKUP), and excellent communication with vendors and internal teams.

Qualifications

• Associates degree in Accounting, finance or business.
• 4-5+ years of AR and collections experience.
• Proficient in Excel with Pivot tables & VLOOKUPs; using Excel daily.
• Strong phone communication with vendors and internal stakeholders.
• Must be able to multitask and have strong attention to detail.

Responsibilities

• Manage collections process, including outreach on past-due balances and tracking promised payments
• Review daily cash posting activity to analyze payments and resolve misapplied cash, short pays, and overpayments
• Perform account reconciliations and investigate discrepancies across multiple invoices
• Serve as the main point of contact for customer inquiries, owning issues through resolution
• Partner with Billing to correct invoice errors, process credits/rebills, and ensure billing accuracy
• Support PO-related collections by working with Sales to obtain required documentation
• Generate and review AR aging and revenue reports, identifying risks and trends
• Verify banking details and ensure accurate payment processing
• Assist with ad hoc reporting and AR-related projects

Skills

Excel

Phone communication

Multitasking

Attention to detail

Education

Associates degree in Accounting, finance or business

Tools

Pivot tables

VLOOKUP

Job description

Training: first 1-2 weeks in office M-F 8a-5p

Must Haves:

• Associates degree in Accounting, finance or business
• 4-5+ years of AR and collections experience
• Proficient in Excel (Pivot tables &U Vlookups). Using excel daily.
• Strong phone communication skills. This role requires communication with vendors and internal stakeholders.
• Must be able to multitask and have strong attention to detail

Plusses:

Day to day:

The AR Specialist is responsible for managing collections, reconciling customer accounts, and ensuring accurate cash application and revenue reporting. This role owns customer accounts end-to-end, partnering with billing and sales to resolve discrepancies and drive timely payments.

Key Responsibilities:

• Manage collections process, including outreach on past-due balances and tracking promised payments
• Review daily cash posting activity to analyze payments and resolve misapplied cash, short pays, and overpayments
• Perform account reconciliations and investigate discrepancies across multiple invoices
• Serve as the main point of contact for customer inquiries, owning issues through resolution
• Partner with Billing to correct invoice errors, process credits/rebills, and ensure billing accuracy
• Support PO-related collections by working with Sales to obtain required documentation
• Generate and review AR aging and revenue reports, identifying risks and trends
• Verify banking details and ensure accurate payment processing
• Assist with ad hoc reporting and AR-related projects